Re-send pending agreements from WhatsApp
Turn a recipient follow-up into a controlled Documenso redistribution.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Why this helps
Founders manually search for pending agreements whenever someone says they missed the email.
- Cuts down document hunting
- Responds to explicit resend requests
- Keeps redistribution inside Documenso
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Documenso once in Notis.
- 2Create an automation named Pending agreement redistribution.
- 3Tell Notis to find the referenced pending document and redistribute it only when the WhatsApp message requests a resend.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one real follow-up.
Questions about this workflow
Does this resend every document mentioned?
Instruct Notis to act only when one unambiguous pending document is identified.
What happens if no recipient is pending?
Notis should report that redistribution is unavailable and take no action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Documenso. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Timelinesai and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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